Crewe Advisors’s Agree Realty ADC Stock Holding History

Crewe Advisors’s Portfolio ADC Stock Details ADC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-108	Closed	-$17K	–	398
2021 Q3	$17K	Buy	+108	New	+$7.86K	﹤0.01%	224

Other funds holding ADC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Crewe Advisors's ADC Position: Q4 2021 in Review

Crewe Advisors sold out of Agree Realty (ADC) in Q4 2021, closing a stake of 108 shares — an estimated $17K sold.

Crewe Advisors first reported a position in ADC in Q3 2021 and held it in 1 quarter. The position peaked at $17K in Q3 2021. 326 funds tracked by Wall St. Rank hold ADC as of Q4 2021.

Crewe Advisors reported no remaining Agree Realty position as of Q4 2021 after selling out during the quarter.
Crewe Advisors sold 108 Agree Realty shares in Q4 2021, an estimated $17K.
Crewe Advisors first reported a position in Agree Realty in Q3 2021 and held it in 1 quarter.
Crewe Advisors's Agree Realty position peaked at $17K in Q3 2021.
326 funds tracked by Wall St. Rank held Agree Realty as of Q4 2021.

Based on Crewe Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.